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Edelman Financial Engines The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course.

The Edelman Financial Engines office in Foxboro is here for you, serving the area south of Boston and neighboring towns. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

09/29/2026

Medicare comes with deadlines, choices, and tradeoffs. What you decide can affect your costs, coverage, and overall plan.

We can help you sort through what actually matters (and maybe even your mail).

09/28/2026

Edelman Financial Engines planner Elliot Herman has deep experience supporting business owners from launch, through growth, to success. Catch episode 34 of Money On Your Mind with host Michael Liersch to hear Elliot's tips for business owners, like why you need your own savings, the importance of having a team of advisors, and more.

Available on Spotify, Apple Podcasts, or YouTube.

https://ow.ly/xMGs50ZSiMg

If you've ever started filling out the FAFSA and gotten lost in the process, you’re not alone.The form can get confusing...
09/28/2026

If you've ever started filling out the FAFSA and gotten lost in the process, you’re not alone.

The form can get confusing fast—especially when figuring out what information you need, tracking down tax information, and trying to make sense of financial aid terminology.

Many start the application and never finish. In fact, 56%* of families who submitted the FAFSA say they needed help completing it.

FAFSA opens Oct. 1, and the sooner you file the better—both because it can take some figuring out and because some financial aid is awarded on a first-come, first-served basis. And some college deadlines come earlier than the federal one.

Read the article for the lowdown on what you need to know. If you get stuck, visit https://ow.ly/e6RY50ZShjM for FAFSA guidance or contact your school's financial aid office for help.

Read the article → https://ow.ly/sRPo50ZShpC



*Source: Sallie Mae/Ipsos, How America Pays for College, 2026

09/25/2026

After 55, HSA catch-up contributions may give you more room to save for health care with tax advantages.

See (or squint) how this fits into your plan.

Read the article → https://ow.ly/jBxf50ZygLh

09/24/2026

Have you ever considered the number of financial accounts to your name and thought, "When did that happen?"

As financial planner Brian Leslie knows well, accumulating accounts is just part of life. But there can be real drawbacks if you spread your money across different silos. In episode 36 of Money On Your Mind, host Michael Liersch talks with Brian about the difference between diversification and disorganization.

Also available on Spotify, Apple Podcasts, or YouTube.

https://ow.ly/pYUA50ZR6Fb

Tax laws can be hard to keep up with. But when they change, it can be a big opportunity. Here’s a potential one a lot of...
09/24/2026

Tax laws can be hard to keep up with. But when they change, it can be a big opportunity.

Here’s a potential one a lot of people haven’t caught up with yet: The qualified charitable distribution (QCD) age is no longer the same as the required minimum distribution (RMD) age.

Here’s why that matters.

Get answers to more common tax questions: https://ow.ly/zfUm50ZONzh

09/22/2026

You can start benefits now or wait. The right decision depends on your income needs, timeline and overall plan.

This is where it helps to look at your numbers.

Read the article → https://ow.ly/h93350ZygGr

The markets don’t always hand out wins. Sometimes, they hand out tax opportunities instead. Through tax-loss harvesting,...
09/21/2026

The markets don’t always hand out wins. Sometimes, they hand out tax opportunities instead.

Through tax-loss harvesting, you can potentially turn investment losses into tax savings. The key is to do it strategically—and make sure you stay invested according to your goals so you don’t miss out on potential future market gains.

See our explainer to learn more 👉 https://ow.ly/XtIo50ZONY2

Tax loss harvesting – offsetting capital gains against capital losses – can be an effective strategy to add tax efficiency to wealth planning.

09/21/2026

"Women tend to live longer, so we need to make our money last a little longer." Wise advice from EFE financial planner Ashley Decker. Catch her on episode 33 of Money On Your Mind with host Michael Liersch to hear the things she wants all women to know about money and investing. Share this episode with the women in your life, regardless of age.

Available on Spotify, Apple Podcasts, or YouTube.

https://ow.ly/yctx50ZPItz

09/18/2026

When to claim Social Security isn’t always straightforward. The timing can affect your monthly income for the rest of your life.

Start by looking at how different claiming ages could affect your income needs, retirement timeline, and overall plan.

Before you disappear into an online rabbit hole, look at your options ahead of time.

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Foxborough, MA
02035

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